Life Insurance Point of Sale Specialist - Remote | WFH - Get It Recruit - Hospitality
Pittsburgh, PA 15219
About the Job
We are seeking an experienced Point of Sale Specialist to join our team and work closely with fee-based and fee-only financial advisors, as well as large property and casualty commercial accounts. This remote position will play a vital role in assisting clients with their risk management, tax mitigation, legacy, and business planning needs.
**Key Responsibilities**
- Develop and maintain strong relationships with advisors and property-casualty firms, fostering referrals for client life insurance opportunities.
- Become a trusted insurance partner for these advisor and firm relationships.
- Drive activity to build a robust pipeline of opportunities and achieve sales results.
- Engage in continuous training, practice management, and participate in meetings and study groups with peers.
- Collaborate effectively with our in-house teams, including case design, case management, underwriting, marketing, and our internal Estate Planning Specialist, to optimize results.
- Provide consultative and educational point-of-sale support to financial advisors, accountants, attorneys, and other professionals associated with the client.
- Ensure timely and consistent documentation of all activities.
**Qualifications and Requirements**
- Minimum 3 years of experience in insurance point-of-sale support for financial advisors and/or property-casualty firms.
- Strong background in life insurance and advanced sales capability.
- Active insurance and securities licenses.
- Clean FINRA U4 record.
- Bachelor's degree (preferred).
- Industry designations (preferred).
- Effective task and time management skills.
- Solid presentation and public speaking abilities.
- High degree of accuracy with information presented.
- Conservative social media presence.
- Self-disciplined and goal-oriented.
- Professional appearance and demeanor.
- Team player with excellent collaboration skills.
**Benefits**
- Comprehensive benefits package, including dental, health, and vision insurance.
- Life and disability insurance.
- Paid time off.
- Profit-sharing plan.
This is a fully remote position with minimal travel required. If you are passionate about delivering exceptional service and have the qualifications we seek, we encourage you to apply for this exciting opportunity.
Employment Type: Full-Time
Salary: $ 50,000.00 100,000.00 Per Year
**Key Responsibilities**
- Develop and maintain strong relationships with advisors and property-casualty firms, fostering referrals for client life insurance opportunities.
- Become a trusted insurance partner for these advisor and firm relationships.
- Drive activity to build a robust pipeline of opportunities and achieve sales results.
- Engage in continuous training, practice management, and participate in meetings and study groups with peers.
- Collaborate effectively with our in-house teams, including case design, case management, underwriting, marketing, and our internal Estate Planning Specialist, to optimize results.
- Provide consultative and educational point-of-sale support to financial advisors, accountants, attorneys, and other professionals associated with the client.
- Ensure timely and consistent documentation of all activities.
**Qualifications and Requirements**
- Minimum 3 years of experience in insurance point-of-sale support for financial advisors and/or property-casualty firms.
- Strong background in life insurance and advanced sales capability.
- Active insurance and securities licenses.
- Clean FINRA U4 record.
- Bachelor's degree (preferred).
- Industry designations (preferred).
- Effective task and time management skills.
- Solid presentation and public speaking abilities.
- High degree of accuracy with information presented.
- Conservative social media presence.
- Self-disciplined and goal-oriented.
- Professional appearance and demeanor.
- Team player with excellent collaboration skills.
**Benefits**
- Comprehensive benefits package, including dental, health, and vision insurance.
- Life and disability insurance.
- Paid time off.
- Profit-sharing plan.
This is a fully remote position with minimal travel required. If you are passionate about delivering exceptional service and have the qualifications we seek, we encourage you to apply for this exciting opportunity.
Employment Type: Full-Time
Salary: $ 50,000.00 100,000.00 Per Year
Source : Get It Recruit - Hospitality